Requisition Process Updates
A Quick Reference Guide for Requisition Process Updates
Procurement
May 2016
Today’s Agenda
Asset Categories
Due Date
Freight
Budget Checking
Suppliers
Denied Requisitions
Line Descriptions
Dell Punchout
Receiving
Item Categories
ePro Services
Upcoming Webinars
Page 1
Asset Categories

Line items will no longer need to be capitalized on the accounting lines of
the requisition. The Capitalize option is now grayed out.

Select the Item Category associated with any asset purchase made, but
the additional step on the accounting line is not needed.

Accounts Payable make the determination on when to process vouchers
to the Asset Management ledgers.
Page 2
Due Date

Use the Due Date on a requisition to indicate either:
1.
the delivery date expected to receive goods or services.
2.
the last effective date of the purchase order - especially
blanket orders or grant-related procurement that have a finite
expiration.
Page 3
Freight

Include shipping/freight amounts in comments and Purchasing will add
those amounts to the PO using special designated Freight locations in
the Purchase Order.

Do not need to create a Requisition line devoted to the Freight.

Taxes are automatically assigned to PO line items based on their tax
applicability.

Supplies and Equipment will have sales/use taxes applied and
encumbered on the PO.

Services do not incur tax.

Never make tax a line item on a Requisition.

Freight and taxes are incidental charges associated with the cost of
acquisition.
Page 4
Budget Checking
Budget a Requisition

Always Budget Check your Requisition before you save and submit.

Forgetting to Budget check a requisition can hold it up from being
sourced to a Purchase Order, even if it has been approved in the
Approval Workflow.

This process establishes the pre-encumbrance amount which is retrieved
from the accounting ledgers.
Page 5
Budget Checking
Cancelling a Line on a Requisition
● Prior to it being sourced to a Purchase Order, the Requisition can be
cancelled and must be budget checked. To cancel a Requisition:
1. Cancel the requisition by clicking the
2. Click the
button in the Search Requisitions section to update the status
3. Select Check Budget in the dropdown box and click the
button
Page 6
Suppliers

Always check the supplier status using the following navigation:
Main Menu →Suppliers → Supplier Information → Add/Update →Supplier

If the Supplier is Inactive or Unapproved, it can not be used it on a
requisition.

Any time the Supplier record is updated, it must be re-approved by the
Controller's Office.

Even if the requisition has a legitimate supplier, it can not be sourced to
a Purchase Order until that approval is performed.
Page 7
Denied Requisitions

The requisition is not "dead" if it gets denied.

If any important information is missing, or incorrect, the
transaction will be sent back to the initiator to make the
necessary edits. Just save the changes and resubmit,
sending it back through the Approval workflow process.

The approver will provide a reason for the denial in the
comment section.
Page 8
Line Descriptions

The line description matters!

It is important to properly describe what is being purchased. For direct
payments, line description is also critical.

These descriptions identify method of procurement.

An example of a line description:
Incomplete description:
Complete description:
2-Ply Jumbo Rolls
Toilet Paper, 2 Ply, Jumbo Roll, white,
1000 per roll, Roll width 3.50”, roll
diameter 8.8 core, 3.3” diameter
Page 9
Comments and Attachments

Must include comments or attachments on the Line, not on the Header.

Approvers will not be able to see comments and attachments in the Header,
and sometimes attachments do not get completely sourced from the header.

Only check Send to Supplier if the comments need to be seen by the
Supplier.
Page 10
Dell Punchout

If you purchase Dell computers or accessories, always use the
Dell Punchout option on the Create Requisition page. Add Dennis
Gallman (gallmand) as the Buyer.

Use the P-card for items less than $2500. This can be done by
using the USC Premier website.
Page 11
Receiving
Supplies and Equipment

When adding a Receipt to a PO that was issued for the acquisition of
supplies or equipment, the dollar value that you assign to your Receipt
should correspond to the amount of the goods received.

An invoice may include sales tax, but do not include tax on receiving
documents.

Accounts Payable will add the correct sales/use tax on the Voucher they
create.
Services
● When adding a Receipt to a PO that was issued for the acquisition of
supplies or equipment, the dollar value that you assign to your Receipt
should correspond to the amount received.
Page 12
Item Categories

Purchasing and Accounts Payable are working on a renovation of the
Category Codes.

This project should make the available Categories more accurate for
purchases that departments are making.

At no time should the “ALL_PURCHASE_ITEMS” Category be selected for a
requisition. This is not a true Item Category, rather it is what is known as a
catalog from which all other Categories are derived.
Upcoming Catalog & Category Update Changes webinars 5/17, 5/19, 5/23 and
5/25
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ePro Services
● Effective June 1st, ePro Services will be inactivated.
● Requisitioners will need to select Special Request for regular
requisitions.
Page 14
Upcoming Webinars
● Requisition Process Updates
5/12, 5/17, 5/18
● Catalog and Category Code Changes
5/17, 5/19, 5/23, 5/25
● Payment Request Updates
5/16, 5/19, 5/24, 5/26
● Approver Responsibilities and Workflow Updates
5/25, 5/26, 5/31, 6/2
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Where to find this Quick Reference
Guide
Page 16
For Additional Questions
● If you have any additional questions please email them to
purchasing@sc.edu.
● For all other questions go to the Contact Us page and email them to
the appropriate department.
● This presentation is also available to download on our PeopleSoft
Training website.
Page 17
Thank You!
Page 18